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CS Connect

CS Connect dialog

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Use the CS Connect dialog to place an immediate call to our secure data centers, to schedule an unattended call, or to apply updates.
To open this dialog, choose
File
CS Connect
.

Fields & buttons

Call CS Connect
Select this option to place a call to our secure data centers and perform the actions marked in the
Purpose of this call
 section of this dialog.
Apply updates
Select this option to install any pending FileCabinet CS updates.
note
This option is available only if you have downloaded FileCabinet CS application updates using CS Connect and have not applied the updates.
Now
Select this option if you want to place an immediate call to our secure data centers.
Later
Select this option to schedule an unattended call to our secure data centers.
If you choose this option, use the date and time fields to select the month, day, and time you want CS Connect to call or to apply available updates. After you complete these fields, select the
Begin Countdown
 button to have CS Connect contact our secure data centers at the specified time.
Date and time fields
If you select the
Later
 option, use these fields to select the month, day, and time you want CS Connect to call or to apply available updates. After you complete these fields, select the
Begin Countdown
 button to have CS Connect contact our secure data centers at the specified time.
Retrieve available updates
Mark this checkbox to retrieve available application updates during the next call.
note
If this checkbox is not marked, CS Connect will not download the most recent FileCabinet CS updates.
Updates list
This list of pending updates displays when you select the
Apply updates
 option. Select the
Apply Updates
 button to apply the updates in this list.
note
The
Apply updates
 option is available only if you have downloaded FileCabinet CS updates using CS Connect and have not applied the updates.
Retrieve licenses
Mark this checkbox to retrieve the latest FileCabinet CS licenses. This is necessary only if you have recently updated your firm's license information by calling Customer Service (to change the firm address or purchase a new application, for example).
Transmit to NetClient CS
This checkbox is marked if you are licensed for NetFirm CS and you have selected FileCabinet CS documents for transmittal to NetClient CS.
Select Drawers
Select this button to select FileCabinet CS drawers for transmittal to NetClient CS.
Transmit to Source Document Processing
This checkbox is marked if you are licensed for source-document processing and you have selected image groups for data extraction and page naming.
Select Drawers
Select this button to select FileCabinet CS drawers for source-document processing.
Retrieve from Source Document Processing
Mark this checkbox to retrieve files with extracted OCR data.
Communications
Select this button to manage communication settings for transmitting and receiving electronic files with your CS Professional Suite application.
Access via
This field shows the selected method for connecting to our secure data centers. To change the selected method, select the
Communications
 button.
Call Now
Select this button to place a call to our secure data centers and perform the actions marked in the
Purpose of this call
 section.
note
When applicable, the name of this button changes to
Apply Updates
 or
Begin Countdown
.

This article applies to:

  • PRODUCT: FileCabinet CS